Q2 2019 Holdings
Filed 2019-08-14 | 18 holdings | $181.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Brookfield Asset Mgmt Inc | CL A LTD VT SH | 112585104 | $34.6K | 724,870 | 19.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $29.8K | 15,740 | 16.4% |
| Trupanion Inc(TRUP) | COM | 898202106 | $22.8K | 631,472 | 12.6% |
| KKR & Co Inc(KKR) | CL A | 48251W104 | $22.8K | 901,660 | 12.5% |
| Netflix Inc(NFLX) | COM | 64110L106 | $22.6K | 61,495 | 12.4% |
| Facebook Inc(META) | CL A | 30303M102 | $17.1K | 88,660 | 9.4% |
| Shake Shack Inc(SHAK) | CL A | 819047101 | $12.1K | 167,760 | 6.7% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $10.5K | 71,820 | 5.8% |
| Stitch FIX Inc(SFIX) | COM CL A | 860897107 | $9.4K | 294,950 | 5.2% |